Information for Business Leaders
How We Work With You
There are only two sources of income: earned income and investment income. One day, the ability to generate earned income will end. At that time, there will be one question for you: Will your investment income allow you to continue to enjoy your current standard of living or better OR will you have to adjust to a lower standard of living?
Pinnacle Strategies, Inc. helps business leaders answer this question successfully by introducing unique, effective strategies that will address your goals and concerns. Our definition of “succession planning” not only focuses on the sunset years of the business life cycle but all the transitional phases beginning the day a business opens. We believe it's paramount to acknowledge, identify and address your distinct needs as your business continues to grow and evolve. This is what gives you maximum financial advantage and control and what also differentiates our service from others.
We recognize that the needs and objectives of each business owner are unique, so we never market "standardized" solutions. Instead, we consider ourselves “match-makers”, introducing you to personalized solutions that will generate both professional and personal success. We work together with CPAs, attorneys, and financial advisors, who are knowledgeable about our strategies and experts in their fields. Accounting principles, legal structures, and financial products are merged together to create tools that can generate truly outstanding financial results.
Our mission is to get you from where you are, to where you want to be both professionally and personally.